Security Guide
Customer Portals

Security for Customer Portals

Customer portals give clients self-service access to their accounts, documents, and billing. They expose sensitive data directly to end users, making access control and data isolation critical.

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Why Security Matters for Customer Portals

Customer portals are the most common target for IDOR attacks. Each customer has their own data, and the portal must ensure they can only see theirs. AI-generated portal code frequently uses predictable URLs or sequential IDs that allow customers to access each other's accounts. Self-service features like password reset, billing management, and document download each introduce additional attack surfaces.

Security Risks

Customer data cross-access (IDOR)

critical

Customers accessing other customers' invoices, documents, or account details by changing IDs.

Mitigation

Verify resource ownership on every request. The authenticated user must be the owner of any resource they access. Use UUIDs instead of sequential IDs.

Insecure password reset

high

Password reset tokens that are predictable, don't expire, or are reusable.

Mitigation

Use cryptographically random reset tokens with short expiry (15 minutes). Single-use only. Send via email, never expose in URLs that might be logged.

Document access without authorization

high

Shared document links that don't verify the requester's identity.

Mitigation

Require authentication for all document access. Use signed URLs with short expiry for document downloads. Log all document access.

Security Checklist

Resource ownership verificationMust Have

Every data request verified against the authenticated user's account.

Secure password reset flowMust Have

Cryptographically random tokens, short expiry, single-use, email delivery only.

Document access authorizationMust Have

Verify user permission before serving any document or file.

UUID resource identifiersShould Have

Use UUIDs instead of sequential IDs to prevent enumeration.

Account activity loggingShould Have

Show customers their recent login activity. Log all account changes.

Self-service billing securityShould Have

Require re-authentication for payment method changes.

Real-World Scenario

An accounting firm builds a client portal using Replit where clients download their tax documents. Documents are stored at /api/documents/{id} with sequential IDs. A client changes the ID from 1547 to 1546 and downloads another client's tax return containing SSN, income details, and bank account numbers.

Frequently Asked Questions

How do I prevent customers from seeing each other's data?

Verify resource ownership on every API request. When a customer requests /api/invoices/123, check that invoice 123 belongs to the authenticated customer. Use RLS policies as a database-level safety net.

Are sequential IDs a security risk?

Yes. Sequential IDs make enumeration trivial — just increment the number. Use UUIDs (e.g., 550e8400-e29b-41d4-a716-446655440000) which are not guessable. However, always verify ownership regardless of ID format.

How should password reset work?

Generate a cryptographically random token, store its hash in the database with a 15-minute expiry, and email the token as a link. On use, verify the token, expire it, and require a new password. Never reuse tokens.

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